Current jobs related to Client Relationship Leader - Naples, FL - CliftonLarsonAllen
-
Private Client Relationship Manager II
2 days ago
Naples, FL, United States Citizens Bank Full timeJob Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Private Client Relationship Manager II
2 days ago
Naples, FL, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Private Client Relationship Manager II
3 days ago
Naples, FL, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Client Specialist
4 days ago
Naples, FL, United States First Horizon Full timeLocation: On site at the location listed in posting Summary Provide assistance to Relationship Managers. Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able...
-
Client Specialist
2 days ago
Naples, FL, United States First Horizon Full timeLocation: On site at the location listed in posting Summary Provide assistance to Relationship Managers. Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able...
-
Senior Client Associate
3 days ago
Naples, FL, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...
-
Senior Client Associate
6 days ago
Naples, FL, United States RBC Capital Markets, LLC Full timeJob Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...
-
Client Specialist
5 days ago
Naples, FL, United States First Horizon Bank Full timeDescription Location: On site at the location listed in posting Summary Provide assistance to Relationship Managers. Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist...
-
Client Specialist
3 days ago
Naples, FL, United States First Horizon Bank Full timeDescription Location: On site at the location listed in posting Summary Provide assistance to Relationship Managers. Key Responsibilities Include Provide Lending Support to Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist...
-
Client Service Lead
21 hours ago
Naples, FL, United States Jacobs Full timeJacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and client engagement across Florida's transportation market. This is a high-impact leadership role focused on expanding our footprint with FDOT and municipal clients in the Highways and Bridges submarket. As a trusted advisor and connector, you'll lead pursuit...
Client Relationship Leader
2 weeks ago
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients.
As a Client Relationship Leader, you will:
- Expand existing client relationships as well as build your network to develop new relationships in the community.
- Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings.
- Recognize opportunities, problem solve and close business, especially at strategically targeted accounts.
- Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA.
- Effectively project manage ongoing engagements to meet client needs.
- Maintain business development targets and sales activities in CRM.
What you will need:
- A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience.
- A bachelor's degree in accounting, finance, business, or related field required.
- CPA certification is preferred but not required.
- A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives.
- Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members.
Our Perks:
- Flexible PTO (designed to offer flexible time away for you)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
#LI-EG2 #LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
